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09988)涨2.35%。中信证券表示，2026年以来，国产大模型厂商聚焦Agent及代码能力升级，竞相发布新模型。该机构认为即将发布的DeepSeek下一代新模型有望延续高性价比开源模型路线，在能力上实现更强记忆功能与超长上下文处理，精进代码、Agent能力的同时并补齐多模态短板。该机构建议关注以下三条投资主线。1）模型原厂：DeepSeek新一代模型有望与其他国产模型携手，驱动中国AI加速走向

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